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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2026
KFG Wealth Management
Indiana
$218K -$19.3K -312 -8%
AAS
2027
Asset Allocation Strategies
Michigan
$218K -$65.5K -1,056 -24%
MWM
2028
MorganRosel Wealth Management
Colorado
$217K -$4.83K -78 -2%
SOAG
2029
Silver Oak Advisory Group
Oregon
$217K – – –
TFF
2030
The Family Firm
Maryland
$217K -$170K -2,742 -45%
GPWA
2031
Great Point Wealth Advisors
Massachusetts
$217K – – –
RIA
2032
Realta Investment Advisors
Delaware
$215K -$213K -3,438 -51%
EP
2033
Essential Planning
New Hampshire
$215K – – –
FCM
2034
Family Capital Management
Michigan
$215K – – –
WA
2035
Wambolt & Associates
Colorado
$214K -$23.4K -378 -10%
AF
2036
Arrow Financial
New York
$213K – – –
CA
2037
Carson Advisory
Georgia
$212K – – –
OAM
2038
Oak Asset Management
California
$212K – – –
GM
2039
Granger Management
New York
$211K -$372 -6 -0.2%
FFG
2040
Frisch Financial Group
New York
$211K -$1.29M -20,862 -86%
JWBC
2041
J.W. Burns & Co
New York
$211K – – –
PCM
2042
Princeton Capital Management
New Jersey
$211K +$204K +3,294 New
ATFA
2043
All Terrain Financial Advisors
Minnesota
$210K -$11.2K -180 -5%
CG
2044
Corundum Group
Colorado
$210K – – –
DJYG
2045
David J. Yvars Group
Florida
$210K – – –
FG
2046
Fairman Group
Pennsylvania
$210K -$65.8K -1,062 -24%
CWA
2047
CJM Wealth Advisers
Virginia
$210K – – –
RS
2048
Retirement Solution
Washington
$210K -$4.09K -66 -2%
SA
2049
Stewardship Advisors
Pennsylvania
$209K +$202K +3,264 New
IPAM
2050
Investment Partners Asset Management
New Jersey
$208K +$202K +3,258 New
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